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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,581 | $144,130-51.7% | $117,861-41.0% | $147,586-52.9% |
| Participation rate | 68.8% | 83.4%-14.7pp | 79.7%-10.9pp | 82.8%-14.1pp |
| Annual return | 6.76% | 531.20%-524.4pp | 335.11%-328.3pp | 578.59%-571.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,763 | $5,316-48.0% | $4,482-38.4% | $5,439-49.2% |
| Admin fee / account holder | $7,257 | $10,887-33.3% | $8,021-9.5% | $10,886-33.3% |